Overview:
Congratulations on being verified as a business for text marketing (if you have not completed this step, please see this article: How to Apply for Business Verification for Text Marketing).
This article will cover important information about text marketing as well as how to get your customers to opt-in to text marketing.
Preconditions:
The below conditions must be met in order to have your customers opt-in for text marketing:
- Access to the following modules:
- Marketing
- Customers
- In order to send text messages for marketing purposes, your company first needs to be verified in compliance with recent telecommunication regulations. Please see the article How to Apply for Business Verification for Text Marketing for instructions.
- Only customers who have the Cell Phone Number field filled out in their customer profile will be able to receive marketing texts after they have opted in
Important Information:
With the early 2023 10DLC SMS Compliance changes around text marketing, businesses are required to go through a business verification process in order to send marketing texts to their customers. Along with this change, the phone number from which your text messages will be sent has to be a local, 10-digit number.
Text marketing is split into two different categories: Promotional and Customer Care. Your golf course through the foreUP software, after business verification has been completed, will be assigned two separate local phone numbers for each type of text marketing category. PLEATE NOTE: This means your customers will need to opt into both types of text marketing numbers/categories in order to receive both types of marketing texts.
- Promotional - Text messages sent from the Marketing modules "New Text Campaign" are considered promotional texts and DO count towards your monthly text limits.
- Customer Care - Two Way Texting, Tee Time Text Reminders, and Contacting the Tee Sheet by Text are considered customer care texts and DO NOT count towards your monthly text limits.
How to Get Your Customers to Opt-in to Text Marketing:
Once you have been successfully verified as a business, you can start getting your customers to opt-in to text messages for both Customer Care and Promotional and Event Text Marketing campaigns.
For customers to opt-in, we have added a new “Email & Text Subscriptions” section to the customer portal. On this page, we have added a section for Text Subscriptions, with checkboxes to opt-in to each campaign. After checking one/both boxes, the customer needs to click “Save Text Settings” to subscribe.
In order to make it easy for customers to opt-in, we have added a link to the Email & Text Subscriptions page in the Marketing Module that will direct customers to this page in the Customer Portal. This link can be put wherever you’d like, although we recommend it be put onto the course website and included in email marketing campaigns.
FAQ:
Q: How do I get my business verified for text marketing?
A: Please see the article How to Apply for Business Verification for Text Marketing for instructions.
Q: How can a customer unsubscribe/opt out of marketing texts?
A: They simply need to find one of your previous messages in their message history and reply STOP to your text marketing numbers.
Q: What type of texts count towards my monthly text message send limits?
A: Only promotional text messages count towards your monthly text marketing limit. You have unlimited sends for all customer care text messages.
Q: Once my customers are opted-in, how do I send a text message campaign?
A: Please see the article How to Create and Send a Text Marketing Campaign for more information on sending your first promotional campaign.
Q: Do the tee time reminder texts and two-way texting with a customer count as promotional or customer care texts?
A: Tee time reminder texts and two-way texting are considered customer care texts and do NOT count towards your monthly text message sending limits. Please see the article How to Send Tee Time Text Reminders and the article How to Send Two-Way Texting for more information.
Q: If I utilize the Contact Tee Sheet function and elect to send a text message rather than an email, is that text message considered promotional or customer care?
A: The contact tee sheet text messages are considered customer care texts and do NOT count towards your monthly text message sending limits. Please see the article How to Contact the Tee Sheet by Text Message for more information.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737
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